+153.0%
VLO vs SMTC
+169.6%
-16.6%
-12.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +5.1% | -3.8% | +1.3% |
| 7D | +5.3% | +13.1% | -7.8% | +5.5% |
| 30D | +18.2% | +19.5% | -1.2% | +18.5% |
| 3M | +53.3% | +2.2% | +51.1% | +52.6% |
| 6M | +70.4% | +94.9% | -24.4% | +76.9% |
| YTD | +143.4% | +127.0% | +16.4% | +152.4% |
| 1Y | +153.0% | +174.6% | -21.6% | +161.8% |
| All | +153.0% | +169.6% | -16.6% | +161.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SMTC.
Daily Out/Under-Performance
Portfolio return minus SMTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SMTC return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded SMTC wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling